A clear picture of the impact our services can have on your financial future.
WBC utilizes the Two Economic Powers™ approach in personal planning. This approach identifies and incorporates the foundational powers of personal finance that were always meant to work together in proper balance for efficient accumulation and distribution of money.
To help ensure you continue to achieve your goals in the next stage of your life, our personalized approach to retirement planning incorporates
- Income distribution planning
- Investment management strategies
- Social Security filing options analysis and education
- Health care planning
- Long-term care planning
- Estate planning and risk management
Estate Planning services are provided working in conjunction with your Estate Planning Attorney, Tax Attorney, and/or CPA. Consult them for specific advice on legal and tax matters.
Here’s Why Gen X Can’t Rely on the Great Wealth Transfer for Retirement
High living costs, extended retirement years, and competing financial obligations mean Gen X cannot rely on inheritance alone for retirement security.
Learn From Rupert Murdoch’s Errors — Create a Succession Plan Today to Protect Your Company’s Legacy
Business owners can learn from the Murdoch family's disputes and power struggles and discover how effective succession planning could have prevented these issues.
Workers Saving Less, Dipping Into Retirement Due to Economic Pressures, Survey Says
Economic pressures are making it difficult for some workers to continue their saving habits. As inflation increases the cost of living, 72% have said they have taken measures to address the financial strain, and 56% are still recovering financially from the pandemic,...
The New Retirement Vision Is Not Really Retiring, Survey Says
That old retirement image of Adirondack chairs on a lake is rapidly being replaced by one of swivel chairs facing a desk.
How May Tariffs Affect the Stock Market and Your Investments?
How do tariffs affect your portfolio? Explore the relationship between trade policy, the stock market, and investment strategies.
How Startups Can Creatively Signal Trust in Their Product Messaging
With all of the options customers have today, startups must leverage creative messaging to signal trust and stand out from the competition. Here's how.
Why Retirees Can Smile Through a Recession Storm
There’s talk of dark clouds looming on the economic horizon. If you’re retired, that may be the best news you’ve heard today.
Skate To The Where The Puck Is Going…AI
Leaders need to become AI native given that is where the puck is headed
In a year of turmoil, diversification is paying off for investors
Diversification is a proven way of spreading exposures to boost risk-adjusted returns over long periods of time.
A financial planner explains why your home isn’t an investment — and shouldn’t be
As a financial planner, the author tells his clients to treat their homes as utilities rather than investments. The real return on a single-family home is around 1% or less. Owning a home can still provide value, but you shouldn't expect a return.
Odds Of A Perfect March Madness Bracket And How To Build Yours
As the 2025 NCAA Tournament nears, fans join March Madness bracket pools. Despite the long odds of a perfect bracket, here are tips to building your own.
The New Rules of Investing: How Data Is Changing the Game
Investing is built on a few big promises: passive income, liquidity when you need it, and access to private markets. But things aren’t as simple as they sound.